iShares Convertible Bond ETFICVTETF
13F holders, Q1 2026 (March 31)407holders +22
70new positions
45sold out
2famous investors
$101.88avg. 13F price*
At the end of Q1 2026, 407 institutions reported holding iShares Convertible Bond ETF (ICVT) in their 13F filings, up 22 from Q4 2025. 70 opened new positions and 45 sold out. The largest holders were Provida Pension Fund Administrator ($402.7M), Bank of America Corp. ($240.4M) and Envestnet Asset Management Inc. ($104.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares Convertible Bond ETF
- CUSIP
- 46435G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $95.6M |
| Exits | 45 | $72.5M |
All 13F filers, Q4 2025 → Q1 2026: 4,714,846 shares bought and 2,843,085 shares sold, net +1,871,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 407 holders
| Provida Pension Fund Administrator | 6.77% | Add +101.2% | 3,956,420 | $402.7M |
| Bank of America Corp. | 0.02% | Reduce -2.0% | 2,361,647 | $240.4M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -30.3% | 1,022,804 | $104.1M |
| LPL Financial LLC | 0.03% | Reduce -10.6% | 925,628 | $94.2M |
| 1832 Asset Management L.P. | 0.12% | Add +85.3% | 857,160 | $87.3M |
| Jane Street Group, LLC | 0.09% | Add +517.8% | 850,780 | $86.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -27.5% | 679,465 | $69.2M |
| AMG National Trust Bank | 1.25% | Add +7.4% | 565,061 | $57.5M |
| Greenleaf Trust | 0.45% | Reduce -0.6% | 448,320 | $45.6M |
| Ocean Park Asset Management, LLC | 2.47% | New | 420,200 | $42.8M |
| Advisory Alpha, LLC | 1.16% | Reduce -5.3% | 415,222 | $42.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.8% | 346,875 | $35.5M |
| Baker Avenue Asset Management, LP | 0.78% | Add +0.1% | 336,416 | $34.2M |
| Morgan Stanley | 0.00% | Reduce -2.2% | 334,070 | $34.0M |
| Prestige Wealth Management Group LLC | 5.95% | Add +0.9% | 297,589 | $30.3M |
| New York Life Investment Management LLC | 0.26% | Add +7.2% | 296,371 | $30.2M |
| JPMorgan Chase & Co. | 0.00% | Add +4.4% | 267,439 | $26.5M |
| BlackRock, Inc. | 0.00% | Reduce -28.5% | 250,651 | $25.5M |
| MML Investors Services, LLC | 0.06% | Reduce -24.7% | 227,482 | $23.2M |
| Tradewinds Capital Management, LLC | 4.24% | Add +10.5% | 209,661 | $21.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -6.4% | 210,452 | $20.7M |
| Cornerstone Planning Group LLC | 2.76% | Add +5.0% | 178,460 | $20.7M |
| Certified Advisory Corp | 1.64% | Add +2.5% | 179,873 | $18.3M |
| Assetmark, Inc. | 0.04% | Reduce -4.4% | 170,440 | $17.3M |
| Cwm, LLC | 0.04% | Reduce -1.4% | 164,247 | $16.7M |
| BlueStem Wealth Partners, LLC | 1.82% | Add +36.0% | 161,206 | $16.4M |
| Tme Financial, Inc. | 11.33% | Add +44.0% | 160,656 | $16.4M |
| Cetera Investment Advisers | 0.02% | Reduce -34.7% | 156,337 | $15.9M |
| Systelligence, LLC | 2.97% | Reduce -31.7% | 150,096 | $15.3M |
| Osborne Partners Capital Management, LLC | 0.81% | Reduce -0.7% | 149,672 | $15.2M |
| CacheTech Inc. | 2.77% | Add +1.1% | 141,110 | $14.4M |
| OneDigital Investment Advisors LLC | 0.13% | Reduce -1.5% | 135,155 | $13.8M |
| Guggenheim Capital LLC | 0.11% | Add +4.1% | 133,848 | $13.6M |
| Adams Wealth Management | 2.96% | Add +0.4% | 132,569 | $13.5M |
| Raymond James Financial Inc. | 0.00% | Add +28.3% | 132,483 | $13.5M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -18.5% | 129,407 | $13.2M |
| Aire Advisors, LLC | 2.36% | Add +1.6% | 126,721 | $12.9M |
| Thrivent Financial for Lutherans | 0.02% | Add +64.0% | 125,921 | $12.8M |
| Independence Financial Advisors, LLC | 3.79% | Add +0.7% | 124,181 | $12.6M |
| Onyx Bridge Wealth Group LLC | 1.29% | Add +42.6% | 118,285 | $12.0M |
| Ssi Investment Management LLC | 0.96% | Add +53.6% | 114,065 | $11.6M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -2.3% | 110,269 | $11.2M |
| Advance Capital Management, Inc. | 0.42% | Reduce -4.3% | 109,915 | $11.2M |
| Stifel Financial Corp. | 0.01% | Reduce -14.6% | 94,553 | $9.6M |
| Hilltop Partners LLC | 2.44% | Add +1.7% | 93,308 | $9.5M |
| UBS Group AG | 0.00% | Reduce -3.0% | 90,266 | $9.2M |
| Financial Gravity Asset Management, Inc. | 1.60% | Add +3.0% | 88,465 | $9.0M |
| 360 Financial, Inc. | 2.51% | Add +1.2% | 81,831 | $8.3M |
| Mascagni Wealth Management, Inc. | 5.89% | Add +9.3% | 81,241 | $8.3M |
| McMorgan & Co. LLC | 1.30% | New | 79,171 | $8.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -28.2% | 76,727 | $7.8M |
| Foundations Investment Advisors, LLC | 0.09% | Add +15.2% | 74,493 | $7.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.7% | 70,602 | $7.2M |
| Equitable Holdings, Inc. | 0.05% | Add +6.0% | 72,185 | $7.1M |
| Allianz Asset Management GmbH | 0.01% | New | 65,700 | $6.7M |
| IHT Wealth Management, LLC | 0.15% | Add +6.7% | 65,325 | $6.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -26.4% | 65,210 | $6.6M |
| B. Riley Wealth Advisors, Inc. | 0.42% | Add +24.7% | 64,947 | $6.4M |
| Hershey Financial Advisers, LLC | 5.54% | New | 63,082 | $6.4M |
| OpenArc Corporate Advisory, LLC | 0.09% | Reduce -51.4% | 62,233 | $6.3M |
| Central Pacific Bank - Trust Division | 0.83% | Add +45.5% | 60,985 | $6.2M |
| Plan Group Financial, LLC | 1.46% | Add +6.4% | 60,956 | $6.2M |
| Citadel Advisors | 0.00% | New | 57,385 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.0% | 57,191 | $5.8M |
| Capital Wealth Management, LLC | 1.44% | Add +8.1% | 52,391 | $5.3M |
| Baron Financial Group, LLC | 2.73% | Add +0.1% | 49,763 | $5.1M |
| Mariner, LLC | 0.01% | Add +6.1% | 48,660 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +57.4% | 48,570 | $4.9M |
| Merit Financial Group, LLC | 0.04% | Reduce -11.2% | 48,071 | $4.9M |
| Cambria Investment Management, L.P. | 0.26% | Add +2.9% | 45,905 | $4.7M |
| Wetzel Investment Advisors, Inc. | 1.76% | Reduce -6.5% | 43,390 | $4.4M |
| Royal Bank of Canada | 0.00% | Reduce -7.3% | 43,156 | $4.4M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -16.6% | 42,950 | $4.4M |
| Horizon Financial Services, LLC | 1.86% | Reduce -0.9% | 41,393 | $4.2M |
| Savvy Advisors, Inc. | 0.11% | Add +174.1% | 40,067 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -44.4% | 39,661 | $4.0M |
| AE Wealth Management LLC | 0.02% | Add +47.7% | 38,915 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -42.1% | 37,277 | $3.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +15.6% | 34,514 | $3.5M |
| Diversify Wealth Management, LLC | 0.06% | New | 31,236 | $3.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -37.8% | 34,084 | $3.5M |
| Alliance Wealth Advisors, LLC | 0.74% | Add +67.2% | 33,332 | $3.4M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -23.5% | 32,606 | $3.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -50.1% | 31,843 | $3.2M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -48.5% | 31,844 | $3.2M |
| Arax Advisory Partners | 0.09% | Add +1140.8% | 30,711 | $3.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -64.4% | 30,648 | $3.1M |
| IFP Advisors, Inc | 0.06% | Add +0.7% | 30,501 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +34.4% | 29,545 | $3.0M |
| Spectrum Planning & Advisory Services Inc. | 1.40% | Reduce -4.9% | 27,710 | $2.8M |
| Clark Capital Management Group, Inc. | 0.02% | Add +4.3% | 27,287 | $2.8M |
| Compagnie Lombard Odier SCmA | 0.03% | Add +1606.1% | 26,615 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -43.5% | 26,057 | $2.7M |
| Ascent Group, LLC | 0.08% | Reduce -24.2% | 23,348 | $2.4M |
| Yorktown Management & Research Co Inc | 1.96% | Reduce -14.8% | 23,000 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -24.1% | 22,499 | $2.3M |
| Cordoba Advisory Partners LLC | 0.63% | Add +109.7% | 22,417 | $2.3M |
| Fig Financial Advisory Services Inc. | 1.36% | Reduce -67.0% | 21,453 | $2.2M |
| Provident Wealth Management, LLC | 0.66% | Reduce -1.0% | 21,446 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.6% | 20,652 | $2.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +28.4% | 20,302 | $2.1M |
| Quartz Partners, LLC | 0.81% | Add +0.6% | 20,502 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -46.0% | 19,682 | $2.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.3% | 19,992 | $2.0M |
| Florin Court Capital LLP | 7.50% | Reduce -53.2% | 19,527 | $2.0M |
| Lido Advisors, LLC | 0.01% | Add +225.4% | 19,358 | $2.0M |
| Prelude Capital Management, LLC | 0.14% | New | 17,910 | $1.8M |
| Sovran Advisors, LLC | 0.13% | Reduce -6.9% | 14,899 | $1.7M |
| TSA Wealth Managment LLC | 0.52% | Reduce -24.4% | 15,719 | $1.6M |
| Sofi Wealth, LLC | 0.08% | New | 15,308 | $1.6M |
| Hohimer Wealth Management, LLC | 0.19% | Reduce -0.0% | 15,010 | $1.5M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -9.8% | 14,989 | $1.5M |
| Principal Securities, Inc. | 0.02% | Reduce -9.9% | 14,894 | $1.5M |
| Arkadios Wealth Advisors | 0.03% | Add +3.1% | 14,849 | $1.5M |
| Outlook Wealth Advisors, LLC | 0.36% | Reduce -1.4% | 14,549 | $1.5M |
| Scissortail Wealth Management, LLC | 0.30% | Add +200.4% | 14,540 | $1.5M |
| CFS Investment Advisory Services, LLC | 0.10% | Reduce -25.6% | 13,019 | $1.5M |
| Pinion Investment Advisors, LLC | 0.33% | New | 13,689 | $1.4M |
| Keystone Wealth Services, LLC | 0.30% | Add +0.4% | 13,638 | $1.4M |
| Strategic Blueprint, LLC | 0.08% | Reduce -6.6% | 13,367 | $1.4M |
| Global Financial Private Client, LLC | 0.44% | Add +23.6% | 13,308 | $1.4M |
| Elevation Capital Advisory, LLC | 0.57% | New | 13,114 | $1.3M |
| Pursue Wealth Partners LLC | 0.80% | No change | 13,107 | $1.3M |
| Stokes Family Office, LLC | 0.14% | Reduce -11.4% | 12,998 | $1.3M |
| FFG Retirement Advisors LLC | 0.75% | Reduce -44.4% | 12,692 | $1.3M |
| Creative Financial Designs Inc. | 0.08% | Add +10.6% | 12,643 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +27.9% | 12,627 | $1.3M |
| Tidemark, LLC | 0.32% | Reduce -21.3% | 12,497 | $1.3M |
| Horst & Graben Wealth Management LLC | 0.17% | Reduce -33.2% | 11,278 | $1.3M |
| Windsor Capital Management, LLC | 0.38% | Add +2.4% | 12,364 | $1.3M |
| Quad-Cities Investment Group, LLC | 0.49% | Add +1.1% | 12,014 | $1.2M |
| Ridgewood Investments LLC | 0.50% | — | 12,012 | $1.2M |
| Purpose Unlimited Inc. | 0.05% | Add +12146.0% | 12,246 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Reduce -27.2% | 11,759 | $1.2M |
| SteelPeak Wealth, LLC | 0.04% | Reduce -57.3% | 11,716 | $1.2M |
| Archer Investment Corp | 0.25% | No change | 11,688 | $1.2M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -0.1% | 11,664 | $1.2M |
| Integrity Alliance, Llc. | 0.04% | Add +10.0% | 11,567 | $1.2M |
| Key Financial Inc | 0.21% | Reduce -4.2% | 11,328 | $1.2M |
| Armor Investment Advisors, LLC | 0.40% | Reduce -1.2% | 11,005 | $1.1M |
| Greykasell Wealth Strategies, Inc. | 0.45% | Add +0.0% | 10,906 | $1.1M |
| Centerline Wealth Advisors, LLC | 0.40% | Reduce -49.0% | 10,834 | $1.1M |
| Midwest Capital Advisors, LLC | 0.51% | Reduce -26.9% | 10,651 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.08% | Add +5.7% | 10,290 | $1.0M |
| Herold Advisors, Inc. | 0.23% | Reduce -8.8% | 10,225 | $1.0M |
| SWP Financial LLC | 0.53% | Reduce -43.7% | 10,165 | $1.0M |
| NorthRock Partners, LLC | 0.02% | Reduce -24.7% | 10,110 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -25.8% | 10,030 | $1.0M |
| Millington Financial Advisors, LLC | 0.43% | Add +0.5% | 9,068 | $1.0M |
| Revisor Wealth Management LLC | 0.28% | Add +54.2% | 9,957 | $1.0M |
| United Advisor Group, LLC | 0.13% | Add +10.5% | 9,936 | $1.0M |
| Advus Financial Partners, LLC | 0.25% | Reduce -1.1% | 9,882 | $1.0M |
| Comprehensive Wealth Management, LLC | 0.51% | Reduce -10.9% | 9,872 | $1.0M |
| Cadent Capital Advisors, LLC | 0.26% | New | 9,545 | $972K |
| Independent Advisor Alliance | 0.01% | New | 9,297 | $946K |
| Advisors Asset Management, Inc. | 0.02% | Add +0.0% | 9,269 | $943K |
| Sigma Planning Corp | 0.03% | Add +15.9% | 9,267 | $943K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +35.2% | 9,166 | $933K |
| Atria Investments, Inc | 0.01% | Reduce -48.6% | 9,010 | $917K |
| Kovack Advisors, Inc. | 0.05% | Reduce -15.8% | 8,588 | $874K |
| Tennessee Valley Asset Management Partners | 0.11% | New | 8,519 | $867K |
| Cassilly Financial Group LLC | 0.74% | Reduce -0.2% | 8,352 | $850K |
| Seeds Investor LLC | 0.11% | New | 7,686 | $844K |
| Focus Partners Wealth | 0.00% | No change | 8,276 | $842K |
| Guidance Capital, Inc. | 0.19% | New | 7,149 | $829K |
| Pettinga Financial Advisors LLC | 0.16% | Reduce -41.2% | 8,117 | $826K |
| Entelevest, LLC | 0.83% | Add +30.8% | 7,951 | $809K |
| Cerity Partners LLC | 0.00% | Add +132.2% | 7,840 | $798K |
| CoreCap Advisors, LLC | 0.03% | Reduce -4.6% | 7,722 | $786K |
| Advisory Services Network, LLC | 0.01% | Reduce -13.4% | 7,719 | $786K |
| Ewa, LLC | 0.18% | Reduce -22.4% | 7,664 | $780K |
| Kelly Financial Services LLC | 0.19% | Reduce -26.1% | 7,529 | $766K |
| Atlatl Advisers LLC | 0.57% | Reduce -10.4% | 7,491 | $763K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -29.1% | 7,152 | $728K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -9.3% | 7,117 | $724K |
| Boothbay Fund Management, LLC | 0.02% | New | 7,020 | $715K |
| Pictet North America Advisors SA | 0.07% | Reduce -25.1% | 6,923 | $705K |
| Independent Financial Group, LLC | 0.02% | Add +0.1% | 6,836 | $696K |
| Qube Research & Technologies Ltd | 0.00% | Add +36.0% | 6,822 | $694K |
| Wellington-Altus USA Inc. | 0.41% | New | 5,700 | $694K |
| Greenline Wealth Management LLC | 0.80% | Add +132.0% | 6,799 | $692K |
| Panoramic Investment Advisors, LLC | 0.37% | Add +36.5% | 6,779 | $690K |
| LPWM LLC | 0.17% | Reduce -0.8% | 6,718 | $684K |
| Aletheian Wealth Advisors LLC | 0.33% | — | 6,697 | $682K |
| Comprehensive Money Management Services LLC | 0.44% | No change | 6,655 | $677K |
| BCGM Wealth Management, LLC | 0.16% | Reduce -4.0% | 6,450 | $657K |
| Mma Asset Management LLC | 0.23% | New | 6,435 | $655K |
| Simplicity Wealth,LLC | 0.04% | Reduce -26.6% | 6,378 | $649K |
| Scarborough Advisors, LLC | 0.07% | Reduce -6.7% | 6,357 | $647K |
| Brookstone Capital Management | 0.01% | Reduce -36.6% | 6,303 | $642K |
| Perissos Private Wealth Management, LLC | 0.55% | Reduce -58.6% | 6,277 | $639K |
| Webster Bank, N. A. | 0.06% | Add +1320.9% | 6,039 | $615K |
| Susquehanna International Group, LLP | 0.00% | New | 6,028 | $614K |
| O'ROURKE & COMPANY, Inc | 0.24% | Reduce -2.8% | 6,011 | $612K |
| Capital Analysts, LLC | 0.02% | Reduce -24.9% | 5,945 | $605K |
| Centurion Wealth Management LLC | 0.14% | Reduce -26.5% | 5,899 | $600K |
| Investment Management Trust, LLC | 0.57% | — | 5,796 | $590K |
| Synergy Investment Management, LLC | 0.18% | Reduce -1.1% | 5,546 | $565K |
| Tempus Wealth Planning, LLC | 0.13% | New | 5,528 | $563K |
| Fifth Third Bancorp | 0.00% | New | 5,502 | $560K |
| Security Financial Services, INC. | 0.09% | Add +2.3% | 5,470 | $557K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -58.9% | 5,393 | $549K |
| Archer Investment Management, LLC | 0.23% | Add +95.0% | 5,388 | $548K |
| McAdam, LLC | 0.02% | Add +16.1% | 5,343 | $544K |
| Private Trust Co. NA | 0.05% | Reduce -2.7% | 5,165 | $544K |
| Lane Brothers & Co. Inc. | 0.39% | Add +0.1% | 5,315 | $541K |
| Valmark Advisers, Inc. | 0.01% | Add +26.8% | 5,239 | $533K |
| Range Financial Group LLC | 0.18% | Reduce -26.7% | 5,201 | $529K |
| Sharkey, Howes & Javer | 0.07% | Reduce -37.8% | 5,197 | $529K |
| Quadrant Private Wealth Management, LLC | 0.08% | Reduce -4.8% | 5,024 | $511K |
| Wells Fargo & Company | 0.00% | Add +8.7% | 5,022 | $511K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -0.6% | 4,957 | $505K |
| Focus Financial Network, Inc. | 0.02% | Reduce -7.0% | 4,922 | $501K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.5% | 4,841 | $493K |
| Tidal Investments LLC | 0.00% | Reduce -45.0% | 4,843 | $492K |
| Keebeck Wealth Management | 0.05% | Add +108.8% | 4,792 | $488K |
| Able Wealth Management LLC | 0.13% | Reduce -42.3% | 4,650 | $473K |
| Shared Vision Wealth Group LLC | 0.19% | Reduce -37.0% | 4,534 | $462K |
| Kestra Investment Management, LLC | 0.01% | Reduce -86.7% | 4,531 | $461K |
| OneAscent Financial Services LLC | 0.03% | Reduce -0.9% | 4,527 | $461K |
| Transamerica Financial Advisors, LLC | 0.04% | Reduce -11.1% | 4,498 | $458K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.9% | 4,498 | $458K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 4,489 | $457K |
| Stonebridge Financial Group, LLC / MO | 0.38% | Add +52.6% | 4,474 | $455K |
| BOS Asset Management, LLC | 0.12% | Reduce -1.0% | 4,468 | $455K |
| Calton & Associates, Inc. | 0.07% | Add +7.3% | 4,464 | $454K |
| Mosley Wealth Management | 0.20% | Add +0.8% | 4,485 | $449K |
| Pflug Koory, LLC | 0.21% | No change | 4,399 | $448K |
| McNaughton Wealth Management, LLC | 0.18% | Reduce -27.4% | 4,378 | $446K |
| Mgo One Seven LLC | 0.01% | Add +12.7% | 4,373 | $445K |
| Advisors Preferred, LLC | 0.07% | Add +90.5% | 4,369 | $445K |
| &partners | 0.00% | Reduce -46.6% | 4,233 | $431K |
| WealthShield Partners, LLC | 0.05% | Reduce -48.3% | 4,230 | $431K |
| Creative Planning | 0.00% | Add +101.7% | 4,185 | $426K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.1% | 4,115 | $419K |
| Curtis Wealth Management LLC | 0.39% | Reduce -48.5% | 4,095 | $417K |
| FORM Wealth Advisors, LLC | 0.05% | Add +0.3% | 4,086 | $416K |
| Trek Financial, LLC | 0.02% | Reduce -27.7% | 4,031 | $410K |
| Braun-Bostich & Associates Inc. | 0.26% | Reduce -0.9% | 4,012 | $408K |
| Wealthfront Advisers LLC | 0.00% | Add +10.2% | 3,993 | $406K |
| Compound Planning, Inc. | 0.01% | New | 3,961 | $403K |
| PFG Advisors | 0.02% | Reduce -54.7% | 3,926 | $400K |
| Town Capital LLC | 0.30% | New | 3,701 | $377K |
| Creekside Partners | 0.15% | New | 3,687 | $375K |
| Quarry LP | 0.08% | New | 3,630 | $369K |
| Ascentis Independent Advisors | 0.03% | New | 3,624 | $369K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.9% | 3,562 | $363K |
| Centennial Advisors, LLC | 0.46% | New | 3,560 | $362K |
| Scotia Capital Inc. | 0.00% | New | 3,553 | $362K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +52.5% | 3,546 | $361K |
| Bay Harbor Wealth Management, LLC | 0.09% | Reduce -50.5% | 3,502 | $356K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Reduce -56.2% | 3,462 | $352K |
| Alterna Wealth Management, Inc. | 0.27% | Reduce -15.2% | 3,450 | $351K |
| Wealth Alliance, LLC | 0.03% | Add +37.1% | 3,448 | $351K |
| Front Row Advisors LLC | 0.12% | No change | 3,442 | $350K |
| Balboa Wealth Partners | 0.06% | New | 3,412 | $347K |
| Tsfg, LLC | 0.05% | Reduce -13.6% | 3,399 | $346K |
| Gotham Asset Management | 0.00% | Add +2.7% | 3,383 | $344K |
| Strategic Financial Concepts, LLC | 0.08% | New | 3,370 | $343K |
| Firethorn Wealth Partners, LLC | 0.13% | Add +22.4% | 3,367 | $343K |
| Prospera Financial Services Inc | 0.01% | Add +0.7% | 3,344 | $340K |
| Absolute Capital Management, LLC | 0.11% | Reduce -17.3% | 3,333 | $339K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -47.9% | 3,332 | $339K |
| Citizens Financial Group Inc. | 0.00% | No change | 3,231 | $329K |
| Clark Asset Management, LLC | 0.03% | No change | 3,221 | $328K |
| Bank of Montreal | 0.00% | No change | 3,199 | $326K |
| Quest Investment Management LLC | 0.04% | Add +3.0% | 3,196 | $325K |
| 17 Capital Partners, LLC | 0.17% | Add +8.7% | 3,184 | $324K |
| Meridian Wealth Management, LLC | 0.01% | Add +9.5% | 3,181 | $324K |
| JB Capital LLC | 0.01% | Reduce -49.9% | 3,126 | $318K |
| HRT Financial LP | 0.00% | New | 3,060 | $311K |
| Clear Creek Financial Management, LLC | 0.02% | New | 3,036 | $309K |
| City Center Advisors, LLC | 0.29% | Add +3.9% | 3,035 | $309K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -66.2% | 3,029 | $308K |
| Csenge Advisory Group | 0.01% | Reduce -2.6% | 2,990 | $304K |
| Brooklyn Investment Group | 0.01% | Add +35.6% | 2,988 | $304K |
| Sowell Financial Services LLC | 0.01% | Reduce -5.8% | 2,796 | $285K |
| Allworth Financial LP | 0.00% | Reduce -12.7% | 2,791 | $284K |
| Brookwood Investment Group LLC | 0.04% | Reduce -6.2% | 2,791 | $284K |
| Blair William & Co. | 0.00% | Reduce -6.6% | 2,762 | $281K |
| Westco Advisory Services Inc. | 0.18% | New | 2,733 | $278K |
| Lifelong Wealth Advisors, Inc. | 0.07% | Add +15.1% | 2,692 | $274K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 2,675 | $272K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,674 | $272K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.3% | 2,661 | $271K |
| BCU Wealth Advisors, LLC | 0.10% | Reduce -5.7% | 2,630 | $268K |
| James Investment Research, Inc. | 0.03% | No change | 2,624 | $267K |
| World Investment Advisors | 0.00% | Reduce -37.6% | 2,619 | $267K |
| Belpointe Asset Management LLC | 0.01% | No change | 2,577 | $262K |
| Stone House Investment Management, LLC | 0.05% | Reduce -48.8% | 2,571 | $262K |
| Sovereign Financial Group, Inc. | 0.05% | Add +0.4% | 2,568 | $261K |
| Barnes Wealth Management Group, Inc | 0.13% | Reduce -10.4% | 2,568 | $261K |
| Frisch Financial Group, Inc. | 0.05% | New | 2,553 | $260K |
| One Wealth Advisors, LLC | 0.03% | Reduce -52.3% | 2,551 | $260K |
| First National Bank & Trust Co. of Newtown | 0.06% | No change | 2,535 | $258K |
| Regal Investment Advisors LLC | 0.01% | Reduce -53.4% | 2,523 | $257K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -17.8% | 2,502 | $255K |
| Bigelow Investment Advisors, LLC | 0.10% | Reduce -8.0% | 2,472 | $252K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.02% | No change | 2,472 | $252K |
| Elevated Financial Group LLC | 0.08% | Reduce -20.4% | 2,471 | $252K |
| Liberty Wealth Management LLC | 0.03% | Reduce -49.3% | 2,387 | $243K |
| Keystone Financial Services | 0.07% | Reduce -42.9% | 2,383 | $243K |
| Goldstein Advisors, LLC | 0.03% | Add +5.4% | 2,360 | $240K |
| Duncan Williams Asset Management, LLC | 0.07% | Reduce -41.3% | 2,347 | $239K |
| Harbour Investments, Inc. | 0.00% | Add +3.8% | 2,344 | $239K |
| StoneX Group Inc. | 0.01% | New | 2,343 | $238K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,341 | $238K |
| Parallel Advisors, LLC | 0.00% | Add +28.8% | 2,305 | $235K |
| RFG Advisory, LLC | 0.00% | Reduce -3.0% | 2,296 | $234K |
| Integrity Advisory Solutions, LLC | 0.03% | Add +9.0% | 2,225 | $226K |
| Gateway Wealth Partners, LLC | 0.01% | New | 2,212 | $225K |
| XTX Topco Ltd | 0.00% | New | 2,204 | $224K |
| Invst, LLC | 0.03% | Reduce -58.6% | 2,188 | $223K |
| Traub Capital Management LLC | 0.22% | No change | 2,177 | $222K |
| Moors & Cabot, Inc. | 0.01% | New | 2,158 | $220K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 2,071 | $211K |
| Latitude Advisors, LLC | 0.10% | Reduce -6.9% | 2,063 | $210K |
| True Vision MN LLC | 0.11% | Reduce -50.5% | 2,061 | $210K |
| GWN Securities Inc. | 0.04% | New | 2,057 | $209K |
| Liberty Atlantic Advisors LLC | 0.18% | Reduce -0.6% | 2,040 | $208K |
| Blue Trust, Inc. | 0.00% | Reduce -63.9% | 1,885 | $192K |
| Golden State Wealth Management, LLC | 0.02% | Add +33.7% | 1,849 | $188K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,800 | $183K |
| Dorato Capital Management | 0.13% | Reduce -11.7% | 1,637 | $176K |
| Centaurus Financial, Inc. | 0.01% | Reduce -20.2% | 1,503 | $153K |
| US Bancorp \de | 0.00% | Reduce -92.1% | 1,384 | $141K |
| Gen-Wealth Partners Inc | 0.04% | Reduce -57.7% | 1,382 | $141K |
| Phillips Financial Management, LLC | 0.01% | No change | 1,350 | $137K |
| Lloyd Advisory Services, LLC. | 0.04% | Add +1803.1% | 1,237 | $126K |
| Kingdom Financial Group LLC. | 0.04% | Add +90.0% | 1,237 | $126K |
| HBW Advisory Services LLC | 0.01% | New | 1,200 | $122K |
| JPL Wealth Management, LLC | 0.03% | New | 1,153 | $117K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.3% | 1,102 | $112K |
| Root Financial Partners, LLC | 0.01% | Add +8307.7% | 1,093 | $111K |
| IFG Advisory, LLC | 0.31% | New | 1,051 | $107K |
| Dunhill Financial, LLC | 0.02% | New | 959 | $98K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.2% | 941 | $96K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.2% | 921 | $94K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.2% | 911 | $93K |
| Ancora Advisors LLC | 0.00% | Reduce -2.0% | 700 | $71K |
| Evolution Wealth Management Inc. | 0.05% | Reduce -1.0% | 696 | $71K |
| BNP Paribas Financial Markets | 0.00% | Reduce -86.6% | 634 | $65K |
| NBT Bank, N.A. | 0.00% | Add +527.3% | 621 | $63K |
| JFS Wealth Advisors, LLC | 0.00% | New | 609 | $62K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 607 | $62K |
| Citigroup Inc. | 0.00% | Reduce -70.4% | 601 | $61K |
| Ashton Thomas Securities, LLC | 0.01% | New | 569 | $58K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.2% | 516 | $52K |
| EFG International AG | 0.00% | New | 491 | $50K |
| TD Waterhouse Canada Inc. | 0.00% | New | 474 | $49K |
| Portfolio Resources Advisor Group, Inc. | 0.05% | Reduce -34.3% | 468 | $48K |
| Vision Retirement, LLC | 0.01% | Reduce -44.5% | 466 | $47K |
| HM Payson & Co. | 0.00% | No change | 426 | $43K |
| Destiny Wealth Partners, LLC | 0.00% | New | 416 | $42K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.3% | 383 | $39K |
| Sound Income Strategies, LLC | 0.00% | No change | 375 | $39K |
| Mather Group, Llc. | 0.00% | New | 354 | $36K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -2.6% | 332 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -13.0% | 280 | $29K |
| Opal Wealth Advisors, LLC | 0.01% | New | 276 | $28K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 255 | $26K |
| Capital Advisor Network LLC | 0.03% | — | 244 | $25K |
| Rossby Financial, LCC | 0.00% | New | 230 | $24K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 199 | $20K |
| Clearstead Trust, LLC | 0.00% | No change | 185 | $19K |
| GeoWealth Management, LLC | 0.00% | New | 164 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 155 | $16K |
| Spire Wealth Management | 0.00% | Reduce -51.3% | 151 | $15K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 125 | $13K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 125 | $13K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -51.4% | 107 | $11K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 106 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 105 | $11K |
| Fortis Group Advisors, LLC | 0.00% | No change | 102 | $10K |
| Aventura Private Wealth, LLC | 0.00% | New | 100 | $10K |
| Simplex Trading, LLC | 0.00% | New | 100 | $10K |
| Bank of New Hampshire | 0.00% | Add +181.8% | 93 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -3.4% | 86 | $9K |
| Manchester Capital Management LLC | 0.00% | No change | 81 | $8K |
| Imprint Wealth LLC | 0.04% | Reduce -37.5% | 80 | $8K |
| MAI Capital Management | 0.00% | Reduce -25.5% | 73 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -9.1% | 70 | $7K |
| POM Investment Strategies, LLC | 0.01% | New | 59 | $6K |
| Key Capital Management, INC | 0.00% | Add +28.3% | 59 | $6K |
| Signature Equity Partners, LLC | 0.00% | Add +185.0% | 57 | $6K |
| Clearstead Advisors, LLC | 0.00% | No change | 55 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 50 | $5K |
| Salem Investment Counselors Inc. | 0.00% | New | 46 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 46 | $5K |
| Park Place Capital Corp | 0.00% | Reduce -43.6% | 44 | $4K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 41 | $4K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 28 | $3K |
| Whittier Trust Co. | 0.00% | Reduce -54.5% | 25 | $3K |
| Financial Freedom, LLC | 0.00% | New | 22 | $2K |
| SWAN Capital LLC | 0.00% | New | 21 | $2K |
| Burk Holdings LLC | 0.00% | New | 18 | $2K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -50.0% | 15 | $2K |
| Raleigh Capital Management Inc. | 0.00% | Add +55.6% | 14 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -48.0% | 13 | $1K |
| Lanark Financial, Inc. | 0.00% | Reduce -53.6% | 13 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 13 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 11 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 8 | $814 |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -50.0% | 4 | $408 |
| Park Square Financial Group, LLC | 0.00% | No change | 3 | $305 |
| International Assets Investment Management, LLC | 0.00% | No change | 2 | $206 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $102 |
"% of holder's portfolio" is ICVT's weight in each manager's 13F, not the share of iShares Convertible Bond ETF the manager owns.